Connect Crove and Overloop.ai

Both apps 31Crove 12Overloop.ai 19

• Trigger
  Document Completed

  Triggers when a Crove document is completed.

• Trigger
  Document Created

  Triggers when a new document is created in Crove.

• Action
  Create Document

  Creates a new document from a Crove template, optionally pre-filling field values.

• Action
  Generate PDF From Document

  Starts a PDF, DOCX or audit-trail export of a Crove document and returns the export job.

• Action
  Get Document Details

  Returns one Crove document with its status and field values.

• Action
  Get Export

  Returns the status of a Crove export job and its signed download URL when ready.

• Action
  Get Template

  Returns one Crove template with its fields and signer roles.

• Action
  List Documents

  Returns Crove documents, optionally filtered by template, name, sent or completed status.

• Action
  List Templates

  Returns the templates in your Crove workspace, with their fields and signer roles.

• Action
  Send Document

  Sends a Crove document to a recipient for signing or filling and emails them a secure link.

• Action
  Submit Document

  Submits a Crove document on behalf of the workspace, marking it completed.

• Action
  Update Document

  Updates field values on an existing Crove document.

• Trigger
  List Created

  Triggers when a new list is created in Overloop.ai.

• Trigger
  New Exclusion List Item

  Triggers when a new email address or domain is added to your Overloop exclusion list.

• Action
  Add list

  Creates a new prospect or organization list in Overloop.

• Action
  Add Prospect to Campaign

  Adds a prospect to an Overloop campaign by enrolling them in it, optionally at a specific step or start time. Returns the new enrollment.

• Action
  Create Organization

  Creates a new organization in Overloop.ai with its name, contact details, address, lists and any custom fields.

• Action
  Create Prospect

  Creates a new prospect in Overloop.ai with contact details, lists, owner, organization and any custom fields, and returns the created prospect.

• Action
  Delete list

  Permanently deletes a list in Overloop. Prospects that were in the list are kept.

• Action
  Delete organization

  Permanently deletes an organization in Overloop.ai. This cannot be undone.

• Action
  Delete prospect

  Permanently deletes a prospect from Overloop.ai, along with all of its history (messages, replies). This cannot be undone.

• Action
  Enroll Prospect

  Enrolls a prospect into an Overloop campaign or prospect-based workflow, optionally at a specific step or start time.

• Action
  Exclude Prospect

  Excludes a prospect from all future outreach by adding their email address (or their whole domain) to the Overloop exclusion list.

• Action
  Get organization

  Returns a single Overloop organization by its ID, including its standard details, lists and any custom field values.

• Action
  Get prospect

  Returns a prospect by ID, including its contact details, engagement status, lists and custom field values. An error occurs if the prospect is not found.

• Action
  List automations

  Returns the automations (outbound campaigns and productivity workflows) in your Overloop account, optionally filtered by type, record type or status.

• Action
  List users

  Returns the users on your Overloop.ai account, with their name, email, role and status, optionally filtered to active or disabled users.

• Action
  Search List

  Returns the Overloop lists whose name contains the text you give, optionally limited to prospect or organization lists.

• Action
  Search Organization

  Returns the organizations in Overloop.ai that match the name, website, email or other details you specify.

• Action
  Search Prospect

  Returns the prospects that match the email, name, job title, location or engagement status you specify.

• Action
  Update list

  Renames an existing Overloop list and returns the updated list.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.